We believe financial advice should be a holistic long-term plan to ensure you are in the strongest financial position to achieve your goals in life.
We offer a range of services including:
We work with clients to really understand their business goals and make sure they are in the best possible position to achieve them.
We offer a range of services including:
Tax Planning, Trust Planning and Workplace Pensions are not regulated by the Financial Conduct Authority.
Not all Estate Planning and Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority.
Caledonian Financial Management Limited are a firm of highly qualified Financial Advisers based in East Kilbride, Scotland. We have real passion for helping our clients reach their financial and lifestyle goals.
We offer a holistic and uniquely tailored financial planning service to both personal and corporate clients.
Office: Caledonian House,
35 Nasmyth Avenue,
Scottish Enterprise Technology Park,
East Kilbride,
Lanarkshire,
G75 0QR.
Office Hours: 9.00 - 17.00 Mon-Thursday.
9.00 - 16.00 Friday.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Neither Caledonian Financial Management Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
If you wish to register a complaint, please write to Caledonian Financial Management Limited, Caledonian House, 35 Nasmyth Avenue, Scottish Enterprise Technology Park, East Kilbride, G75 0QR or telephone 01698 456200.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
Caledonian Financial Management Limited is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register www.register.fca.org.uk under reference 828162.
Caledonian Financial Management Limited
Registered Address:
Caledonian House 35 Nasmyth Avenue, East Kilbride, Glasgow, Scotland, G75 0QR
Registered in Scotland, No. SC287059